1.2.4.5 Reviewing Merged Groups
Once Records within Groups are identified as matches, they are merged together. It is then possible to review the results of the merge and, if necessary, override the way in which the merged output record has been generated.
Manual decisions made that override merged output are stored against a hash of the match group, and will be retained as long as the set of records in the match group stays the same. A group is marked as Confirmed in the UI if the Review Group from which the Match Group has been derived is fully resolved (for example, all Review relationships have been marked as either Match or No Match). Unless the source data or the match rules change, the set of records being merged is likely to stay the same and the manual overrides will apply.
When overriding output, values in the candidate records in the group (the set of records being merged) can be selected as the output attribute by right-clicking on the value and selecting the merged output field to populate with the value. Alternatively, it is possible directly to override the output value by typing into the merged output field.
Any errors in automatic merged output generation are highlighted to the user in the UI. An error indicates that a manual decision for the output field is required.
Note:
It is possible to review the results of a specific merge once a decision is applied. For details, see Reviewing a Specific Merged Group below.
To begin reviewing Merged Groups:
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Open the Match Review Application window.
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Select the Review Merged Output tab. The Records and Merged Output areas are populated with the details of the first Merged Group.
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The Records area lists all the records confirmed as matches. Click Highlight Differences to view where the Records vary from each other.
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The Merged Output area displays the Merged Record resulting from the match.
To manually override merged output, do any of the following:
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From the Merged Output area, double click the attribute that you want to edit, and then enter the correct text.
Tip:
Right-click an attribute and select Clear to clear the value or select Reset to reset the attribute to the automatic output value.
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Right-click a source data attribute value and select the merged output field to populate with this value.
Tip:
Source data attributes can often be identified by their colored backgrounds in the Records table; scroll right to find them. Identifier attributes that appear on the left side of the Records table have white backgrounds and cannot be used to populate merged output fields by right-clicking them.
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Comments can be added and the Comment History for each Merged Record can be reviewed using the Latest Comment area to the right of the Merged Output area. Click the Add Comment button (
) to add a comment or the Comment History button (
) to view the history.
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Edit the Merged Group as required, and navigate to the next group using the Group Navigation buttons in the toolbar.
Reviewing a Specific Merged Group
Sometimes it is necessary to immediately review the results of confirming a match. To review a specific merged group, use the following procedure:
- Display the group in the Review area of the Match Review Application window.
- Click Review Merged Output in the top-right of the Application window. The details of the currently selected Group are displayed in the Review Merged Output tab.
- Review the Merged Group as required.